2020 Cramer FinTech RFP Guide

Black Diamond (by SS&C Advent)

600 Townsend, 4th Floor San Francisco, CA 94103

xtiva-logo.jpg

What We Do: Advisory — Billing, Advisory — Platform, Back Office Processing, Client File Sharing, Client Portal, Data — Aggregation, Portfolio — Management, Portfolio — Rebalancing

Our Company in 30 seconds!

© 2020 Cramer + Associates